1、 Price trend

According to the monitoring of commodity data, the price of yellow phosphorus in Yunnan and Guizhou fell this week. Last Friday, the average price of yellow phosphorus was 28000 yuan / ton, and this Friday, the average price was 26250 yuan / ton. During the week, the price decreased by 6.25%.

2、 Market analysis

The market price of yellow phosphorus fell this week. At present, the trading of the yellow phosphorus market is still not improving. The market situation is light, the market sales is general, and the downstream enterprises purchase at low prices, which depresses the confidence of the yellow phosphorus market. Most of the yellow phosphorus manufacturers do not offer external prices for the time being, and only one is discussed. Up to now, the mainstream price of yellow phosphorus in Guizhou is about 26500 yuan / ton; The mainstream price of Sichuan yellow phosphorus is about 26000 yuan / ton.

In terms of phosphate rock, the domestic phosphate rock market has been running steadily this week. The reference price of phosphate rock is 1100.00, which is the same as that on August 1. At present, the downstream demand for phosphate rock is stable, and the trading atmosphere in the site is normal. The operators are reluctant to sell. Large factories and mining enterprises are mainly for their own use, and the basic external sales are very small. The on-site circulation spot is insufficient, and the market continues to operate strongly. According to the phosphorus ore data analyst of the business association, in the short term, the domestic phosphorus ore market is mainly high-level consolidation operation, and the specific trend needs to pay more attention to the specific changes in the supply and demand side.

In terms of coke, from July 29 to August 5, 2022, the market price of quasi primary coke in Shanxi was temporarily stable, and the average price of quasi primary coke in Shanxi was 2200 yuan / ton. After the fifth round of coke market increase and decrease, the accumulated increase and decrease was 1100 yuan / ton. This week, the coke market price remained temporarily stable, and the overall atmosphere of the coke market improved. On Friday, some coke enterprises in Hebei started the first round of increase of 200-240 yuan / ton for coke, which was rejected by the downstream steel plant. The first round of increase has not yet landed. In the future, the business community believes that although the downstream is warming up, the overall range is limited, and the boost to the industrial chain is limited. It is expected that the coke market will remain temporarily stable in the short term. In the future, the focus will be on the operation of the steel plant, the sales of finished products and the profit of coke steel enterprises.

In terms of phosphoric acid, the price of phosphoric acid fell slightly this week. Last Friday, the average price of phosphoric acid was 8650 yuan / ton, and this Friday, the average price was 8190 yuan / ton. During the week, the price decreased by 5.32%. At present, the downstream demand is poor, the phosphoric acid price is weak and falling, and the downstream goods are more cautious. It is expected that the phosphoric acid market is weak in the short term, and there is no lack of possibility of continued decline.

3、 Future forecast

According to the yellow phosphorus analyst of the business community chemical branch, the yellow phosphorus will continue to decline this week as a whole. The price of phosphate rock in the upstream continues to be high, the price of phosphate rock in the downstream market is weak and falling, and the phosphate Market is poor. The downstream continued low-level consolidation, the purchase price was depressed, and yellow phosphorus enterprises intended to raise the price. It is expected that the yellow phosphorus market will be frozen in the short term.